EPIC adds Doug Bull to Construction and Design Solutions Practice in San Francisco
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that risk management and insurance professional Doug Bull has joined the firm’s Construction and Design Solutions team in San Francisco as a vice president.
Taxpayers Ask Tax Pros to Bid to Solve Their IRS Problems
CORAL SPRINGS, Fla. /ScoopCloud/ — It’s a common problem. In fact, approximately 13 million taxpayers are haunted by IRS issues that they want to solve, but are too bombarded with information to know where to turn. In short, they’re overwhelmed. FeeAuction.com helps to alleviate that stress. It’s a user-friendly website and new marketing technology that connects concerned taxpayers anonymously with multiple, licensed tax professionals.
Bank of Southern California NA Announces Promotion of Tony DiVita to Chief Banking Officer
SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that Tony DiVita has been promoted to the role of Executive Vice President, Chief Banking Officer. In his expanded role, he will continue to oversee new business origination and customer retention efforts, the Small Business Administration (SBA) Group, and bank marketing.
EPIC Strengthens Southern California Benefits Team with the Acquisition of Benefit Compass
IRVINE, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, announced today it has acquired Benefit Compass Insurance Services, LLC, a specialist in employee benefits brokerage and consulting services.
EPIC Adds Bill Bergstrom as Vice President and Program Leader of Golf Insurance Services
SACRAMENTO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property & casualty brokerage and employee benefits consultant, announced today that Bill Bergstrom has joined the firm to lead the operations and growth initiatives of its Golf Insurance Services Program, which has provided insurance and risk management solutions to golf courses and country clubs since 1985.
OpenClose’s Multi-Channel LOS and Correspondent Platform Fuels Record Company Growth
WEST PALM BEACH, Fla. /ScoopCloud/ — OpenClose, an enterprise-class loan origination system (LOS) provider, reports that it is experiencing the highest level of growth in company history. The company attributes the bulk of its growth to an increasing demand for its comprehensive LenderAssist(TM) LOS that has true multi-channel capability along with its turnkey correspondent module, OC Correspondent(TM).
FormFree Voted Among ‘Best in Show’ at Digital Mortgage Conference
ATLANTA, Ga. /ScoopCloud/ — FormFree today announced it was selected as one of the top demos of the inaugural Digital Mortgage Conference, presented by National Mortgage News and held December 8-9, 2016, in San Francisco.
EPIC Insurance Adds Christopher J. Giuditta as Vice President in the Northeast
STAMFORD, Conn. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Christopher J. Giuditta has joined the firm as a vice president. Giuditta will focus on the cultivation and development of new revenue opportunities throughout EPIC’s Northeast Region.
Dominic Iannitti Named to HousingWire’s 2016 Vanguard Award List for Major Industry Contributions
TORRANCE, Calif. /ScoopCloud/ — DocMagic, Inc., the premier provider of fully-compliant loan document preparation, regulatory compliance and comprehensive eMortgage services, announced that president and CEO, Dominic Iannitti, was honored by HousingWire with its 2016 Vanguard Award, which recognizes top mortgage executives for professional accomplishments and for their positive impact on the industry at-large.
Mortgage Capital Trading’s COO Phil Rasori to Speak on Secondary Marketing Panel at Independent Mortgage Bankers Conference
PALM SPRINGS, Calif. /ScoopCloud/ — Independent Mortgage Bankers Conference (IMBC), Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, announced that its COO, Philip Rasori, will speak on a panel session on the subject of investor base optimization.
Qualia Adds Industry-First Custom Reporting to Title Settlement System
SAN FRANCISCO, Calif. /ScoopCloud/ — Qualia Labs, the fastest growing provider of title settlement software, announced the release of its advanced reporting module. The reporting feature equips title and closing professionals with an easy-to-use and customizable tool to analyze revenue sources, business relationships and operational efficiency.
Simplifile Clocks 11.9 Million E-recording Transactions in 2016, Sets Sights on Settlement Innovation in 2017
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced its strategic priorities for 2017 along with year-end data summarizing the organization’s last 12 months of growth. Following steady adoption of its e-recording platform by county recording offices in 2016, Simplifile will focus in 2017 on expanding its network of settlement agent users.
OpenClose and MCT Complete New Integration to Optimize Loan Hedge Positions for Lenders
PALM SPRINGS, Calif. /ScoopCloud/ — Independent Mortgage Bankers Conference — OpenClose(R) an enterprise-class, multi-channel loan origination system (LOS) provider, and Mortgage Capital Trading, Inc. (MCT), a leading mortgage hedge advisory and secondary marketing technology firm, jointly announced they developed an integration that eliminates manual intervention and streamlines the delivery of loan data to maximize hedging for lenders.
Senior Business Leader and Consultant Duane Dennis Joins EPIC in Southern California
LOS ANGELES, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Duane Dennis has joined the firm as a senior consultant and principal in the firm’s Southern California Employee Benefits Consulting Practice.
EPIC Now Ranked No. 26 Among the World’s Largest Commercial Insurance Brokers
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been ranked #26 among the world’s top insurance brokers in Finaccord’s “Global Insurance Broking: A Strategic Review of the World’s Top 150 Commercial Non-Life Insurance Brokers.”
ReverseVision Names Kelly Kelleher Director of Corporate Marketing and Events
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced the promotion of Kelly Kelleher to the role of director of corporate marketing and events. In her new role, Kelleher will refine ReverseVision’s brand identity to ensure it resonates with an evolving reverse mortgage marketplace.
The Pension Inspector Announces Release 10, an Online Due Diligence Add-In, ‘ERISA PLUS’
NEW YORK, N.Y. /ScoopCloud/ — Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with “ERISA PLUS.”
Simplifile Integrates Collaboration, Post Closing Services with LendingQB
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document and data collaboration and recording technologies for lenders, settlement agents, and counties, today announced the integration of its Collaboration and Post Closing services with LendingQB, a provider of 100 percent web browser-based, end-to-end mortgage loan origination software.
Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight /ScoopCloud/ — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.
National Mortgage Professional Magazine Names MCT’s Chris Anderson to its 2016 Top 40 Under 40 List
SAN DIEGO, Calif. /ScoopCloud/ — Mortgage Capital Trading, Inc. (MCT), an industry leading hedge advisory firm and developer of MCTlive!(TM), the award-winning secondary marketing software suite, announced that its chief administrative officer, Chris Anderson, has been honored by National Mortgage Professional (NMP) magazine’s 2016 on its “Top 40 Most Influential Mortgage Professionals Under 40 List.”
EPIC’s Rosemary Manning Hughes to Present at ISCEBS 2017 Health and Welfare Compliance Update
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that senior consultant and principal Rosemary Manning Hughes will present at the 2017 Health & Welfare Compliance Update put on by the New York Metro Area Chapter of the International Society of Certified Employee Benefit Specialists (ISCEBS) on Wednesday, Jan. 25 at 8:45 a.m. at BDO, 100 Park Ave., 11th Floor in New York, N.Y.
ReverseVision Distributes Food to San Diego County’s Hungry
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision Inc., the leading provider of software and technology for the reverse mortgage industry, has teamed up with the San Diego Food Bank to help local residents in need. The Jacobs & Cushman San Diego Food Bank is the largest hunger-relief organization in San Diego County.
Altavera to Expand Operations Following Record Demand for Its Outsourced Mortgage Services in 2016
DENVER, Colo. /ScoopCloud/ — Altavera Mortgage Services, a leading provider of outsourced residential mortgage origination services, today announced its plans for expansion in 2017 along with highlights from the company’s last 12 months of growth. The firm was acquired by Australian financial services company Computershare Limited (ASX:CPU) in May.
EPIC Insurance to Speak at Cap-Intro West Conference
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19, 2017 at the Hyatt Regency in San Francisco, Calif. in the Main Hall – Pacific Level.
EPIC adds Timothy B. Ward to Risk Solutions Practice
STAMFORD, Conn. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that casualty risk management professional Timothy Ward has joined the firm’s Stamford, Connecticut-based EPIC Risk Solutions Practice as a Principal and Casualty Practice Leader.
Freedom Mortgage Wholesale Division Now Using Simplifile Collaboration Service
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that Freedom Mortgage has begun using the Simplifile Collaboration service in its wholesale division to quickly and easily exchange data with its settlement partners.
EPIC Adds Melissa Delaney as Senior Vice President – Private Client Solutions
NEW YORK, N.Y. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty brokerage and employee benefits consultant, announced today that Melissa Delaney has joined the firm as a senior vice president in their Private Client Solutions Specialty Group. Delaney will be responsible for client relations, management and production for EPIC’s Northeast Region Private Client Solutions team.
Mortgage Banking Expert Rob Chrisman to Address Special Session at RV UserCon 2017
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, Inc., the leading provider of software and technology for the reverse mortgage industry, today announced that mortgage industry expert Rob Chrisman will address attendees of RV UserCon 2017 as a special session speaker on February 9 in San Diego.
Four New Counties Adopt Simplifile as Wyoming Authorizes E-recording Statewide
PROVO, Utah /ScoopCloud/ — Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents, and counties, today announced that four new Wyoming counties have joined Simplifile’s e-recording network following the January 1 passage of a law authorizing e-recording statewide.
Bank of Southern California Completes $7 Million Capital Offering and Announces New Board of Directors
SAN DIEGO, Calif. /ScoopCloud/ — Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL) announced that it has completed a capital raise of $7 million through a stock purchase agreement of the Bank’s common stock with Castle Creek Capital, based in Rancho Santa Fe, California.
Nonprofit Forum 2017 Dates and Agenda Announced by Financial Technologies & Management
INDIANAPOLIS, Ind. /ScoopCloud/ — Financial Technologies & Management (FTM) has released the dates and agenda for 2017 Nonprofit Forum monthly online event for nonprofit organizations. Jim Simpson, CPA will host each forum. Mr. Simpson is a nonprofit financial leader and trainer, CFO, Controller, and software advisor for over 25 years.
EPIC Insurance Recognized for a Seventh Time as a Best Place to Work in the Insurance Industry
SAN FRANCISCO, Calif. /ScoopCloud/ — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, has been recognized by their team members nationally as one of the “Best Places to Work in Insurance” in a survey conducted annually by Business Insurance Magazine and co-sponsor Best Companies Group. This is the 7th time that EPIC has received this significant and meaningful award.
Maxwell Financial Labs Announces $1.95M in Funding to Reinvent Mortgage Experience
DENVER, Colo. /ScoopCloud/ — Maxwell Financial Labs, Inc. announced today it had secured $1.95M in funding, with anchor investors MATH Venture Partners, Techstars Ventures, Zelkova Ventures and Sovereign’s Capital. The funding follows on the heels of Maxwell’s commercial launch on August 16, 2016.
Newly Launched Appraiser Dashboard Shortens Appraisal Turnaround Times for Lenders, AMCs, and Appraisers
SEATTLE, Wash. /ScoopCloud/ — Appraiser Dashboard, a provider appraisal technology, has announced the launch of its namesake appraisal workflow and networking technology. Appraiser Dashboard is the industry’s first appraiser-facing technology that automatically informs AMCs (appraisal management companies) and lenders each time the appraiser user takes action in the appraisal process.
NRMLA Adds ReverseVision President and CEO John Button to Board of Directors
SAN DIEGO, Calif. /ScoopCloud/ — ReverseVision, the leading provider of software and technology for the reverse mortgage industry, today announced that its president and CEO, John Button, has joined the board of directors for the National Reverse Mortgage Lenders Association (NRMLA).